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Portfolio Manager

Company: Fidelity Bank
Location: Cary
Posted on: October 11, 2019

Job Description:


This position assists branch teams within assigned geographic territory with new and renewing complex credit relationships. Complex will be defined by relationships that involve the following instead of dollar amount exposure:

-5 or more entities (people/companies/LLCs)

-Borrowing base lines of credit

-Residential construction with either guidance lines or 5+ new loans per year

The portfolio manager will work closely with the loan processor in Cary and business loan assistant in Raleigh to process new and renewing loans that meet the above criteria once branch teams have collected the needed financial documentation.


70% - Works together with branch teams to manage new and renewing requests involving complex relationships in a timely manner.

20% - Works with loan processor in Cary as well as Business Loan Assistant in Raleigh to get loan documents to branch teammates in a timely manner.

10% - Works in tandem with Credit Risk Review team to share information coming in to ensure timely renewals and annual reviews.


Bachelor's degree with 4 years of business credit analysis experience.


Strong attention to detail.

Demonstrated presentation skills and the ability to understand complex credits.

Ability to handle multiple priorities.

Strong organizational skills.

Demonstrated analytical ability.

Strong communication and follow up skills

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity EmployerApply

Keywords: Fidelity Bank, Cary , Portfolio Manager, Executive , Cary, North Carolina

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